Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: THE WATSONYOUTH who wrote (47182)	7/11/2001 9:27:24 PM
From: Pravin Kamdar	Read Replies (1) \| Respond to of 275872

New Intel memory technologies: eet.com Mitsubishi to manufacture SOI wafers based on IBM Simox technology. eet.com AMD could buy these wafers. Pravin

To: THE WATSONYOUTH who wrote (47182)	7/11/2001 9:51:21 PM
From: Road Walker	Respond to of 275872

TWY, re: I told you (TWICE) in two different posts that I thought the deal was between Intel and the OEMs... not Intel and CC.. And I told you, in response, that control of the product in stock and on the shelves was in the hands of CC. I back that up with over 25 years of experience working with the countries largest retailers, real world experience. Your opinion is based on a conversation with a couple of sales clerks in a CC store. If the OEM's can make a better profit, or anticipate better sales, from the Intel units, certainly they will recommend them to the retailer. So would you, in their position. re: The OEMs send a disproportionate number of Intel systems vs. AMD systems because they are compensated by Intel to do so. That is the economic benefit. Get the concept? The ultimate purchase decision is the retailers, they select the mix, they cut the purchase order, they pay the bill. They don't accept merchandise they haven't ordered. If you think they accept any merchandise the OEM elects to send them, you don't have a clue how ANY business works. If the sku isn't in the system, the store can't accept the order. re: I don't think the OEM's have complete control over what is displayed. We're making progress. re: But, from talking to the salesman, apparently the control is much more than one would guess. I was also surprised. In a normal product review, OEM's present to the buyer. The buyer makes decisions on the stocked product. The sku's, with all weights and measurements go to the plan-o-gram department, which figures the exact display plan-o-gram of products. In the real world of 100's of different locations, the exact plan-o-gram doesn't get set exactly the same, but the product mix is damn close. These resets are not casual decisions, they take thousands of man hours, and the buyer that is responsible is betting his/her reputation and bonus on the results. The buyers are under incredible pressure to produce financial results from their retail real estate. re: The salesman claim only 5% to 10% of the people go the "Build Your Own" route where they customize the system they want. They claim most of those go with AMD systems. First, they know they are talking to an AMD zealot. They are salespeople who make their money by being accommodating. Second, if it's only 5% to 10% of sales, then it's not the deciding factor. And their is no inventory investment involved, it's special order product. DMS. re: The question is ....why now when very extensive choices were available in the past??? And that's a good question. I am surprised that AMD has lost so much representation. One thought is the huge advertising that is going to take place with the introduction of the new MS OS. I assume you've seen the press release about the joint Intel P4/MS ads, and the dollars involved. My WAG is that there are VERY generous coop advertising dollars available to the retailers, from both Intel and Microsoft. As I said before, some of the advertising dollars go to ads, some seem to make their way to the retailers bottom line. In addition, the independent MSFT/INTC ads will help fuel demand. Retailers love that stuff. Anyway, you really don't know what you are talking about. I've been there, I've done all this stuff, a to z. If you have any questions about retail, I would be happy to answer them in a PM. John